LASSO

This is a deep dive into using the LASSO Quotes Spoke! We will outline how to create and send your quote in the system.

Creating a quote in LASSO

How to create, save, download, and request payment for an invoice using LASSO's legacy invoicing.

Creating an invoice in LASSO (legacy invoicing)

Get an overview of LASSO Payments, what features are included, and our pricing and fees.

LASSO Payments Overview

Learn how to get started with LASSO Payments.

LASSO Payments Onboarding

Learn how to request payments from your customers in LASSO.

Request Payments in LASSO

Learn more about how to manage and configure sales tax within LASSO.

Company Inventory/Quote Settings - Sales Tax Management

Learn how to add discounts to your Quotes and Invoices in LASSO with percentages and fixed dollar amounts.

Adding Discounts to Quotes & Invoices

Learn how to add custom items to your quotes in LASSO, even if these items are not part of your regular inventory.

Adding Custom Items to Quotes

Learn how to view and utilized margin estimates on your quotes in LASSO.

Quote Margin Visibility

Learn how to use the Invoice Status report.

Invoice Status Report

Learn how to use the Quote Status Report.

Quote Status Report

Learn how expedited payouts work and when payouts will go through based on when the request is submitted.

Payments Payout Schedule

Customize your quotes to meet the specific needs of your clients with our Quote Configuration page.

Quote Block Customization Options

Quote configurations apply the same various settings to your quote blocks and resources, allowing you to unify the content of your quotes.

Saving Quote Configurations

Learn how LASSO's bill rules can streamline your quoting and invoicing, reducing manual work and ensuring accurate labor cost calculations.

Understanding Bill Rules in LASSO: Streamlining Quoting and Invoicing

Learn how to generate quotes and configure for overtime hours in Company Settings.

Quoting Overtime Hours

Learn how to send quotes for approvals and for e-signatures in LASSO.

Sending Quotes for Approval and E-Signatures

Learn how to bill actuals with more flexibility.

Billing Actuals on Invoices

Learn more about how credit card processing fees are calculated using LASSO Payments.

Understanding Credit Card Processing & Fees

A quick guide to revenue recognition for deposit invoices, and the one setting to choose before you move to the new Invoices.

Choosing How Invoices Treats Your Deposits

A step-by-step guide to creating, editing, billing, and sending invoices with LASSO's redesigned invoicing.

Invoicing in LASSO: Complete Guide to Invoicing

Quotes, Invoices, & Payments

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